PWM
Proathlete Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
4,098
+134
| +3% | +$27.6K | 0.27% | 30 |
|
|
2025
Q1 | $884K | Buy |
3,964
+12
| +0.3% | +$2.68K | 0.32% | 31 |
|
|
2024
Q4 | $989K | Buy |
3,952
+151
| +4% | +$37.8K | 0.37% | 30 |
|
|
2024
Q3 | $886K | Buy |
3,801
+84
| +2% | +$19.6K | 0.36% | 31 |
|
|
2024
Q2 | $783K | Buy |
3,717
+45
| +1% | +$9.48K | 0.37% | 32 |
|
|
2024
Q1 | $630K | Sell |
3,672
-114
| -3% | -$19.6K | 0.33% | 35 |
|
|
2023
Q4 | $729K | Buy |
+3,786
| New | +$729K | 0.43% | 24 |
|